The one new nugget here is a Hastings prediction, held by many
other people, that we’re moving to a world where “apps replace
channels.” Hastings mentions apps nearly 3 dozen times in his
essay, and makes it clear that he sees Netflix first and foremost
as an app provider.

I’m trying to think of a certain company in a prime position to thrive as apps replace channels. Tip of my tongue, can’t quite think of it.